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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

60 hedge funds and large institutions have $38.5M invested in Invesco Municipal Income Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$494K
2
Ameriprise
Ameriprise
Minnesota
+$421K
3
GC
Guggenheim Capital
Illinois
+$305K
4
Goldman Sachs
Goldman Sachs
New York
+$233K
5
VanEck Associates
VanEck Associates
New York
+$176K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$670K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$267K
3
ARC
Advisor Resource Council
Texas
-$200K
4
Osaic Holdings
Osaic Holdings
Arizona
-$151K
5
MC
Moors & Cabot
Massachusetts
-$100K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$233K +$233K +29,355 New
PFT
27
Providence First Trust
Arizona
$224K – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$179K +$29.3K +3,693 +20%
WAM
29
Wolverine Asset Management
Illinois
$172K +$172K +21,688 New
TC
30
TownSquare Capital
Utah
$162K – – –
KAS
31
Kestra Advisory Services
Texas
$162K +$135 +17 +0.1%
HI
32
Harbour Investments
Wisconsin
$159K – – –
CP
33
Camelot Portfolios
Ohio
$159K – – –
PO
34
Private Ocean
California
$159K – – –
Stifel Financial
35
Stifel Financial
Missouri
$147K -$37.5K -4,729 -20%
LWP
36
Legacy Wealth Planning
Nevada
$121K – – –
AFP
37
Ausdal Financial Partners
Iowa
$116K +$116K +14,559 New
BRWA
38
B. Riley Wealth Advisors
Florida
$107K +$9.52K +1,187 +10%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$105K +$43K +5,403 +69%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$97K – – –
CIA
41
Capital Investment Advisors
Georgia
$96K – – –
Creative Planning
42
Creative Planning
Kansas
$96K +$96K +12,136 New
CF
43
Centaurus Financial
California
$89K – – –
RA
44
RFG Advisory
Alabama
$87K +$119 +15 +0.1%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$80K – – –
BAM
46
Barrett Asset Management
New York
$71K – – –
BAM
47
Baldrige Asset Management
Pennsylvania
$64K – – –
BFC
48
Bedel Financial Consulting
Indiana
$34K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$33K – – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
$31K +$31K +3,927 New
1
2
3